PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,420 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q2 2025
Institutional positions in PepsiCo Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,329
- −51 vs. Q1 2025
- Shares held
- 1.03B
- +3.37M (+0.3%) vs. Q1 2025
- Total value
- $135.9B
- −$17.8B (−11.6%) vs. Q1 2025
- New holders
- 188
- 1,315 more added
- Sold out
- 239
- 1,511 more reduced
50 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,420 | $146.5B |
| Q1 2026 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| W.H. Cornerstone Investments Inc. | 1,562 | $206.3K | 0.13% | −323−17.1% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 1,564 | $206.5K | 0.05% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,565 | $206.6K | 0.10% | −429−21.5% | Reduced |
| Greenwood Gearhart Inc | 1,569 | $207.1K | 0.01% | +19+1.2% | Added |
| Atlantic Family Wealth, LLC | 1,569 | $207.2K | 0.18% | −5−0.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,575 | $208.0K | 0.06% | +235+17.5% | Added |
| Legacy Capital Group California, Inc. | 1,576 | $208.2K | 0.06% | +82+5.5% | Added |
| WMG Financial Advisors, LLC | 1,579 | $208.5K | 0.08% | +225+16.6% | Added |
| ORG Partners LLC | 1,541 | $208.7K | 0.04% | +173+12.6% | Added |
| RVW Wealth, LLC | 1,581 | $208.8K | 0.02% | −314−16.6% | Reduced |
| Central Valley Advisors, LLC | 1,583 | $209.0K | 0.07% | −261−14.2% | Reduced |
| Affinity Capital Advisors, LLC | 1,590 | $210.0K | 0.04% | −1−0.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,592 | $210.2K | 0.05% | −30−1.8% | Reduced |
| Horizon Investment Services, LLC | 1,597 | $210.9K | 0.09% | −109−6.4% | Reduced |
| Northern Financial Advisors Inc | 1,607 | $212.2K | 0.16% | −782−32.7% | Reduced |
| Green Square Capital Advisors LLC | 1,610 | $212.6K | 0.03% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 1,611 | $212.7K | 0.17% | +1,611 | New |
| PharVision Advisers, LLC | 1,612 | $212.8K | 0.31% | +1,612 | New |
| American Institute for Advanced Investment Management, LLP | 1,612 | $212.8K | 0.15% | −622−27.8% | Reduced |
| Ameliora Wealth Management Ltd. | 1,614 | $213.1K | 0.08% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 1,614 | $213.2K | 0.01% | +1,614 | New |
| M.E. Allison & Co., Inc. | 1,619 | $213.8K | 0.17% | +1,619 | New |
| Capital Management Corp | 1,619 | $213.8K | 0.04% | 00.0% | Unchanged |
| Brio Consultants, LLC | 1,627 | $214.8K | 0.03% | −415−20.3% | Reduced |
| Sandbox Financial Partners, LLC | 1,629 | $215.1K | 0.07% | +11+0.7% | Added |
| Dunhill Financial, LLC | 1,629 | $215.2K | 0.06% | +1,303+399.7% | Added |
| Crowley Wealth Management, Inc. | 1,632 | $215.5K | 0.20% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,633 | $215.6K | 0.01% | +1,633 | New |
| Independent Family Office, LLC | 1,635 | $215.9K | 0.10% | −100−5.8% | Reduced |
| FDx Advisors, Inc. | 1,638 | $216.0K | 0.07% | +289+21.4% | Added |
| Ellerson Group Inc | 1,640 | $216.5K | 0.15% | −40−2.4% | Reduced |
| Sterneck Capital Management, LLC | 1,642 | $216.8K | 0.11% | 00.0% | Unchanged |
| Cortland Associates Inc | 1,640 | $217.0K | 0.03% | −545−24.9% | Reduced |
| O'Rourke & Company, Inc | 1,645 | $217.2K | 0.10% | +6+0.4% | Added |
| Fortress Private Ledger, LLC | 1,646 | $217.3K | 0.10% | +195+13.4% | Added |
| Blue Investment Partners LLC | 1,647 | $217.5K | 0.08% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 1,651 | $218.0K | 0.01% | −64−3.7% | Reduced |
| Firestone Capital Management | 1,651 | $218.0K | 0.05% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,651 | $218.0K | 0.09% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,653 | $218.3K | 0.20% | −64−3.7% | Reduced |
| M. Kulyk & Associates, LLC | 1,655 | $218.5K | 0.05% | −10−0.6% | Reduced |
| Skyline Advisors, Inc. | 1,655 | $218.5K | 0.08% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 0 | $219.0K | 0.00% | −1,665−100.0% | Reduced |
| Rise Advisors, LLC | 1,662 | $219.4K | 0.09% | +104+6.7% | Added |
| MBB Public Markets I LLC | 1,663 | $219.6K | 0.03% | −390−19.0% | Reduced |
| Sherman Porfolios, LLC | 1,666 | $220.0K | 0.09% | +1,666 | New |
| Wellspring Financial Advisors, LLC | 1,677 | $221.3K | 0.02% | +1,677 | New |
| Hanover Advisors Inc | 1,678 | $221.6K | 0.09% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 1,680 | $221.8K | 0.05% | −6,911−80.4% | Reduced |
| Fiduciary Financial Group, LLC | 1,642 | $222.1K | 0.04% | −1,315−44.5% | Reduced |
| Magnolia Private Wealth, LLC | 1,683 | $222.2K | 0.17% | −472−21.9% | Reduced |
| Caisse des Depots Et Consignations | 1,683 | $222.2K | 0.01% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,684 | $222.4K | 0.08% | −13−0.8% | Reduced |
| Byrne Financial Freedom, LLC | 1,685 | $222.5K | 0.11% | +7+0.4% | Added |
| Element Wealth, LLC | 1,685 | $222.5K | 0.10% | +1,685 | New |
| Castle Wealth Management LLC | 1,686 | $222.6K | 0.08% | −295−14.9% | Reduced |
| BCS Wealth Management | 1,690 | $223.0K | 0.05% | +1,690 | New |
| Elk River Wealth Management, LLC | 1,690 | $223.1K | 0.04% | −514−23.3% | Reduced |
| C2C Wealth Management, LLC | 1,694 | $223.7K | 0.20% | −90−5.0% | Reduced |
| Rockbridge Investment Management, LCC | 1,695 | $223.8K | 0.02% | −322−16.0% | Reduced |
| Penobscot Wealth Management | 1,697 | $224.0K | 0.08% | −7−0.4% | Reduced |
| Retirement Income Solutions, Inc | 1,700 | $224.4K | 0.04% | +68+4.2% | Added |
| Boothbay Fund Management, LLC | 1,704 | $225.0K | 0.01% | −6,238−78.5% | Reduced |
| QTR Family Wealth, LLC | 1,705 | $225.1K | 0.14% | +1,705 | New |
| American Financial Advisors, LLC | 1,705 | $225.2K | 0.03% | +64+3.9% | Added |
| Disciplined Investments, LLC | 1,706 | $225.3K | 0.10% | −31−1.8% | Reduced |
| RDA Financial Network | 1,706 | $225.3K | 0.06% | −140−7.6% | Reduced |
| Allstate Corp | 1,707 | $225.4K | 0.02% | −40,585−96.0% | Reduced |
| DT Investment Partners, LLC | 1,708 | $225.5K | 0.02% | −82−4.6% | Reduced |
| Orser Capital Management, LLC | 1,710 | $225.8K | 0.17% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,717 | $226.7K | 0.04% | +134+8.5% | Added |
| Circle Wealth Management, LLC | 1,719 | $227.0K | 0.01% | −256−13.0% | Reduced |
| Manchester Financial Inc | 1,724 | $227.7K | 0.05% | +54+3.2% | Added |
| OmniStar Financial Group, Inc. | 1,730 | $228.4K | 0.17% | +162+10.3% | Added |
| New Covenant Trust Company, N.A. | 1,744 | $228.5K | 0.20% | −139−7.4% | Reduced |
| Acorn Wealth Advisors, LLC | 1,734 | $228.9K | 0.09% | −23−1.3% | Reduced |
| Scott Marsh Financial, LLC | 1,736 | $229.1K | 0.08% | +1,736 | New |
| Tiemann Investment Advisors, LLC | 1,737 | $229.4K | 0.09% | −100−5.4% | Reduced |
| Aufman Associates Inc | 1,737 | $229.4K | 0.14% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,738 | $229.5K | 0.08% | +1,738 | New |
| BCGM Wealth Management, LLC | 1,740 | $229.7K | 0.06% | +45+2.7% | Added |
| TFC Financial Management | 1,740 | $229.8K | 0.03% | +648+59.3% | Added |
| Atlas Wealth Partners, LLC | 1,740 | $230.0K | 0.27% | −75−4.1% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,742 | $230.1K | 0.08% | −157−8.3% | Reduced |
| Stonebrook Private Inc. | 1,749 | $231.0K | 0.05% | −159−8.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,749 | $231.0K | 0.11% | −101−5.5% | Reduced |
| Werba Rubin Papier Wealth Management | 1,751 | $231.2K | 0.04% | −18−1.0% | Reduced |
| Orion Investment Co | 1,752 | $231.3K | 0.08% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 1,753 | $231.5K | 0.16% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,753 | $231.6K | 0.15% | +385+28.1% | Added |
| 10Elms LLP | 1,754 | $231.6K | 0.22% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 1,754 | $231.6K | 0.08% | +8+0.5% | Added |
| Optima Capital LLC | 1,757 | $232.0K | 0.12% | +1,757 | New |
| Red Lighthouse Investment Management, LLC | 1,757 | $232.0K | 0.09% | −29−1.6% | Reduced |
| Landaas & Co | 1,758 | $232.0K | 0.06% | +49+2.9% | Added |
| Texas Capital Bancshares Inc | 1,759 | $232.3K | 0.08% | −29−1.6% | Reduced |
| White Lighthouse Investment Management Inc. | 1,762 | $232.6K | 0.04% | +11+0.6% | Added |
| Wealth Management Associates, Inc. | 1,765 | $233.1K | 0.09% | −28−1.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,769 | $233.6K | 0.01% | +180+11.3% | Added |
| Novak & Powell Financial Services, Inc. | 1,771 | $233.8K | 0.16% | +13+0.7% | Added |